How Are You Managing POCT Documentation?

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Hi everyone,
I'm curious how other POCT departments are managing things like competencies, training records, operator lists, and compliance tracking.
Are you still using paper documentation, or have you moved to a digital system? If digital, are you using Microsoft 365 tools (SharePoint, Power Automate, Forms, etc.) or another platform?
I'd love to hear what's working well for your team. Thanks for sharing! 

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I still use paper documentation for competencies for nonwaived testing as I feel it is easier; but we essentially scan it to sharepoint and we have a list where I have set up automation of a quiz(through microsoft forms) and email reminders for competencies to the end user. 

At our facility, the point of care coordinators are the one that assesses competencies.  

For waived devices, we use sharepoint to coordinate with PCD/superusers/nursing educators to assess the quiz and running of a qc completion. We have autorecertification in our middleware qml once the end user completes those requirements. 

hope this helps. 

Jo Win - I would love to hear more about how the auto recertification process works. We also utilize SharePoint and QML, but the POCC are currently still utilizing a manual process to take the information from WorkDay, to update QML and save files to SharePoint.

@Jamie Walden and AJ Bautista, we can probably set up a microsoft teams meeting and I can show you what I do in the future; it may be easier that way. If there are additional people on this thread that is interested, I can add them as well. We can share what we currently do and maybe I can learn from you both. 

Love it! jamie.walden@multicare.org

I would love to!! anniejoy.bagawe@christushealth.org

If clinicians go to various sites/lab areas with different CLIA #s and perform POCT testing, do you do competencies for each site? Or if they are signed off at 1 lab, they are OK at other sites within the organization? (I am in outpatient world and not in hospital setting)

@Stacy Boyer, we do competency for each site, making it harder to track in QML.

@stacy Boyer, you can not share competencies from different labs/CLIA#s 

Different site have their own policies as well so you can't assume. 
Inspectors will ask questions if the name of the assessor of the competency is not from the same site. 

@Jo Win, I would like to join your Teams meeting too! travis.cluckey@confluencehealth.org

I would love to join the Teams meeting as well!  We are scanning to a network "W" drive but we are still maintaining paper documentation.

Autilia.sisti@stonybrookmedicine.edu

Thanks in advance!

I would love to join as well - mary.k.mcguigan@hithcock.org

Thanks!

@ Jo Win, does it matter if CLIA waived vs non-waived testing when staff go between various lab sites? We have multiple offices who all follow the same lab procedures and have the same competency sign-off assessments no matter which site. However, I do understand that each lab is set up differently than another. 

@Jo Win, I would also love to attend the Teams - danielle.l.cooper5.civ@health.mil

@Stacy Boyer 
Please see the image below. I'm unsure what is your accrediting agency but all say the same thing in regards to sharing competencies 

Attachment.
image.png

Please add me to the zoom meeting...thank you!

kellie.graham@ucsf.edu

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